North America, every mention
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tap a year for its mentions
every year anyone Shayle Kann 60Sam Jaffe 38Andy Lubershane 11Ahmad Ghahreman 10Nat Bullard 7Kurt Kelty 6Josh Linville 6Jesse Jenkins 4Addison Stark 4Sponsor Voiceover (EnergyHub) 3
Verbatim, from the transcripts: the passages where North America comes up
Do data centers actually increase electricity prices? No...and yes
- ▶ 0:58 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
What comes after the data center backlash?
- ▶ 2:32 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
The rise of metal fuels
- ▶ 3:25 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Can AI revolutionize grid operations?
- ▶ 2:54 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Critical Capital: Senator Tillis' case for "all-of-the-above" energy
- ▶ 14:32 Tom Tillis I've worked hard for years to get a permit for one of the largest deposits of lithium, Spongamine, in North America, which is only about 45 minutes outside of Charlotte.
The electrician shortage slowing the AI boom
- ▶ 2:56 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
The commercial battery comeback
- ▶ 3:08 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
The multi-billion dollar promise of vehicle-to-grid integration
- ▶ 3:44 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
When will quantum computing have its breakout moment?
- ▶ 3:09 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Inside the AI power wars
- ▶ 2:40 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Inside the most sophisticated plan for solar geoengineering
- ▶ 3:22 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
How data centers are complicating transmission expansion
- ▶ 3:34 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Enter the electric supercycle
- ▶ 2:09 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
How China is reshaping the global auto market
- ▶ 1:31 Shayle Kann We talk about who's winning and why, how far into North America these countries have really gotten, whether that American wall is really protection or just a delay while the rest of the world gets a head start on the inevitable wave of…
- ▶ 3:24 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
- ▶ 25:05 Michael Dunne So Mexico is a strategic launch pad for the, for the Chinese in North America.
Surprising trends in global electricity generation
- ▶ 2:51 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
- ▶ 21:50 Nick Fulgham It's quite different from how we talk about it in a European or maybe a North American, Latin American context.
Building inference data centers on the high seas
- ▶ 3:12 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
- ▶ 10:31 Garth Sheldon-Coulson On the coast of North, you know, North America or something like, like that.
A blueprint for scalable fusion power
- ▶ 3:29 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Inside the global fertilizer crunch
- ▶ 3:30 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
- ▶ 6:43 Josh Linville And that's the one thing that helped out North America. 3 times in the scene
- ▶ 31:46 Josh Linville Yes, in, in North America. 3 times in the scene
- ▶ 32:52 Shayle Kann Okay, and I don't know, so back to a North America-centric view of things then, setting aside the global picture, um, does that dire scenario where the Strait of Hormuz remains closed for some number of additional months 2 times in the scene
- ▶ 36:20 Shayle Kann I mean, it feels a little safer to be sitting in North America as you
Cracking the code on autonomous trucking
- ▶ 3:47 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
How AI is modernizing EPCs
- ▶ 2:14 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Inside Google’s massive AI capex (live)
- ▶ 1:04 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
The rise of flexible data centers
- ▶ 3:19 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Building a domestic nuclear fuel supply chain
- ▶ 2:37 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
The state and future of nuclear waste
- ▶ 2:34 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Scaling America's domestic solar supply chain
- ▶ 2:01 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
AI scaling pathways: on grid, on edge, off grid, off planet
- ▶ 1:49 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Frontier Forum: How VPPs earn grid-scale trust [partner content]
- ▶ 34:46 Stephen Lacey Energy Hub works with more than a 160 utilities across North America,
Digging deep for super hot geothermal
- ▶ 1:42 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
- ▶ 8:41 Carlos Araque So the ring of fire wrapping from America to North America, to Alaska, to Japan, to Indonesia, to Philippines, all the way down to New Zealand, um,
Volts crossover: Six big energy questions
- ▶ 1:49 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
The rise of grid power electronics with Drew Baglino
- ▶ 1:48 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
PJM and ERCOT navigate a capacity rollercoaster
- ▶ 1:45 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
The path to market for new nuclear reactors
- ▶ 1:47 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
The rise of permissionless DERs
- ▶ 1:47 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
More 2026 trends: Solar costs, oil oversupply, and the startup slump
- ▶ 1:41 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
2026 trends: Gas turbines, Texas’ load queue and China electrifies
- ▶ 1:53 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
- ▶ 7:25 Nat Bullard And it's also moving at a much more rapid pace than either North America or Europe. 2 times in the scene
The VC case for 'full stack deeptech'
- ▶ 1:47 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
How AI is changing weather forecasting
- ▶ 1:54 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Will inference move to the edge?
- ▶ 2:20 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Can AI revolutionize EPC?
- ▶ 2:12 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Who benefits from the AI power bottleneck?
- ▶ 2:15 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Looking for a turnaround in transmission
- ▶ 2:29 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Driving down the cost of green hydrogen
- ▶ 2:10 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Inside a $300 million bet on AI for physical R&D
- ▶ 1:52 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Unpacking DOE's proposal to transform data center interconnection
- ▶ 1:50 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Five big questions about the future of energy
- ▶ 2:03 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
- ▶ 22:28 Andy Lubershane I think the short story is there already is a nuclear renaissance happening globally, hasn't quite caught on yet here in, in North America or in most of Europe, at least Western Europe.
Calibrating hype with Akshat Rathi
- ▶ 1:50 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
- ▶ 13:59 Akshat Rathi Um, here at Xero, we've done a series called Bottlenecks, because we are seeing these bottlenecks to build the grid, especially in Europe and North America, show up in so many places, there's so many bottlenecks, that it's not just about…
- ▶ 36:49 Akshat Rathi Yeah, it's got the similar vibe as advanced geothermal in that, you know, in principle, wouldn't it be nice if we could build a small modular nuclear reactors, because then we could make many of them and try and then lower the price of… 2 times in the scene
How Base Power plans to use its fresh $1B
- ▶ 1:53 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
The new wave of DERs
- ▶ 1:51 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
- ▶ 15:59 Dana Guernsey Built the company thinking that we wanted to be in every wholesale market in every territory eligible across North America.
Ag residue and carbon removal
- ▶ 1:51 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Is now the time for DERs to scale?
- ▶ 1:41 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
When to colocate data centers with generation
- ▶ 1:55 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
AMA: Geoengineering, nuclear, power prices, and more
- ▶ 1:55 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
The mechanics of data center flexibility
- ▶ 1:46 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
The case for sodium-ion
- ▶ 1:42 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
PJM and the capacity crunch
- ▶ 1:48 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Repurposing EV batteries for grid storage
- ▶ 1:41 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Five big questions emerging from the OBBB
- ▶ 1:52 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Tumult in residential solar
- ▶ 1:48 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Fresh intel from state utility regulatory filings
- ▶ 1:52 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
GM's big new battery tech push
- ▶ 1:37 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
- ▶ 3:38 Shayle Kann So I wanted to spend some time with him talking more broadly about the state of the North American EV battery supply chain.
- ▶ 6:03 Kurt Kelty And we're, we're now at a point where we are the largest, uh, OEM producer of battery cells in North America, uh, with these two factories.
- ▶ 7:32 Kurt Kelty Um, and all of those cells come from our Ultium cells in North America, so we produce all of them domestically. 3 times in the scene
- ▶ 13:17 Kurt Kelty Um, it could be also in North America, and that's the direction that we're going with local production of cathode material. 2 times in the scene
The story of steam
- ▶ 1:44 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
- ▶ 9:40 Addison Stark Uh, steam is generated not just with fossil fuels, um, but some places you're using electricity, some places you're using biofuels, um, but, yeah, today in North America, predominantly, we're burning natural gas. 4 times in the scene
- ▶ 27:10 Shayle Kann And when you're electrifying, you know, electricity is in North America, let's talk geographically too. 3 times in the scene
The state of play of data center development
- ▶ 1:37 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
- ▶ 8:35 Chris Sharp Yeah, we see a lot of text to text scenarios where that workload can be deployed, you know, in two or three markets throughout North America and service the entire market.
The gas turbine crunch
- ▶ 1:49 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
How geothermal gets built
- ▶ 2:32 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
What to make of Trump's deep-sea minerals push
- ▶ 2:37 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Terrawatt Infrastructure’s billion-dollar strategy
- ▶ 7:01 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
The U.S. nuclear groundswell
- ▶ 2:37 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
- ▶ 36:58 Chris Colbert So North America, that's the time frame.
Catalyst Live at SF Climate Week
- ▶ 1:51 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
The geopolitics of rare earth elements
- ▶ 1:40 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
- ▶ 26:00 Shayle Kann And when I say us, I guess I mean the West in general, but maybe you could tell me specifically North America or the US.
Serving data center load with carbon capture
- ▶ 1:40 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
- ▶ 6:28 Julio Friedmann There's uncertainty around the speed of permitting wells, but there is a great deal of interest, especially in North America, but not exclusively North America.
How climate disasters are shaping insurance markets
- ▶ 1:40 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
Specialized AI brains for physical industry
- ▶ 1:51 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
The potential for flexible data centers
- ▶ 2:19 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
The coming robotics wave
- ▶ 2:09 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
An ode to electrochemistry
- ▶ 2:08 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
A skeptic’s take on AI electricity load growth
- ▶ 2:25 unnamed speaker In May and June alone, millions of thermostats, batteries, and EVs across North America shifted energy during peak periods, quietly becoming one of the most powerful resources on the grid.
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